Banking Advisor Private Client at FNB South Africa

Job Description

• To assist in proactively managing a portfolio of Private Wealth Clients with a team of Private Bankers through provision of analysis, research and sales and service fulfilment with the intent of identifying additional opportunities for banking new clients and growing a portfolio of existing clients through effective stakeholder management.

Are you someone who can:

You will be an ideal candidate if you have:

• Pro-actively manage a portfolio of affluent clients with a team of Private Bankers through provision of analysis, research, sales and service fulfilment with the intent of identifying additional opportunities for banking new clients and growing a portfolio of existing clients through effective stakeholder management.
• Build and manage stakeholder relationships to enable operational success.
• Maintain strong internal partnerships that support Private Bankers and enhance client satisfaction.
• Contribute to a culture of service excellence, which builds positive relationships and provides
• opportunity for feedback and exceptional service.
• Understand and market all financial services solutions within the relevant business offering.
• Assist with profit growth for the business through ensure effective management of the leads pipeline.
• Consistently produce high-quality outputs within agreed deadlines.
• Relevant Bachelor’s Degree – NQF 7, FSCA‑approved.
• Examples: Finance, Economics, Investment Management, Financial Planning, Business Management.
• RE5 Regulatory Compliance Certificates with relevant COB (Class of Business) Meet all requirements on SUB-CATS.
• Experience - 3 to 5 years’ experience within a Sales/Service area in a financial service environment.

End Date: August 31, 2026